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๐ EARNINGS WEEK | NOV 2โ6
Wall Street faces another packed earnings week, with Apple, AMD, Palantir, Shopify, Uber, Qualcomm and MercadoLibre among the biggest names reporting.
AI spending, cloud growth, consumer demand and forward guidance will be key themes to watch.
From mega-cap tech to retail favorites, our 2-slide calendar covers the most anticipated reports before the open and after the close.
Here's what's coming next week. ๐
$AAPL $AMD $PLTR $SHOP $UBER $MELI $QCOM $ARM $APP $DDOG $NET $ABNB $CRCL $IONQ $SOUN $OKLO $ROKU $DUOL $CAVA $AFRM
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Big Tech is on track to spend ~$730B in capital expenditures in 2026, much of it driven by AI.
Amazon alone expects $220B in CapEx, while its trailing free cash flow has fallen to -$42.4B.
AI demand is booming. Wall Street wants to see the returns.
AbbVie, $ABBV, Q3-26.
Skyrizi and Rinvoq power another guidance hike.
๐ข Revenue: $17.40B | +10.3% YoY
๐ข Adj. EPS: $3.82 | vs. $3.73 est.
๐ Skyrizi + Rinvoq: $8.48B | +23% YoY
๐ FY26 EPS guidance raised to $13.95โ$13.99.
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Canadian National Railway, $CNI, Q3-26.
Strong freight demand and pricing fueled double-digit growth.
๐ข Revenue: C$4.77B | +15% YoY
๐ข Adj. EPS: C$2.16 | +18% YoY
๐ Freight volumes (RTMs): +4% YoY
*All financial figures in Canadian dollars (CAD).
Dominion Energy, $D, Q3-26.
A huge revenue beat, but no guidance hike.
๐ข Revenue: $5.62B vs $4.91B est.
๐ข Adj. EPS: $1.28 vs $1.20 est.
โก Virginia earnings: $862M, +27% YoY
๐ฏ FY26 EPS: $3.45โ$3.69; expects upper half.
General Dynamics, $GD, Q3-26.
Massive submarine orders send backlog past $220B.
๐ข Revenue: $14.57B vs. $13.73B est.
๐ข Diluted EPS: $4.49 vs. $4.12 est.
โ Orders: $98.8B | 6.8x book-to-bill
๐ Backlog: $220.3B | +101% YoY
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Colgate-Palmolive, $CL, Q3-26.
Earnings outlook raised despite North American weakness.
๐ข Revenue: $5.37B vs. $5.34B est.
๐ข Adj. EPS: $0.97 vs. $0.93 est.
๐ FY26 EPS growth outlook raised to 5โ7%.
๐ด North America organic sales: -1.6% YoY.
Regeneron, $REGN, Q3-26.
Sanofi profit-sharing fueled a massive earnings beat.
๐ข Revenue: $5.12B vs $4.56B est.
๐ข Adj. EPS: $20.07 vs $16.19 est.
๐ค Sanofi revenue: $2.72B, +68% YoY
๐ฐ Another $1B from Sanofi to hit Q4 revenue.
Cameco, $CCJ, Q3-26.
Higher uranium prices couldn't offset falling output and rising costs.
๐ด Revenue: $619M | vs $754M est.
๐ด Adj. EPS: ~$0.00 | vs $0.07 YoY
โ๏ธ Uranium production: -20% YoY
๐ Adj. EBITDA: $267M | -14% YoY
*All financial figures in Canadian dollars.
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ExxonMobil, $XOM, Q3-26.
Refining profits more than doubled, and another $20B buyback is planned.
๐ข Revenue: $113.2B vs $104.9B est.
๐ข Adj. EPS: $4.23 vs $4.12 est.
โฝ Energy Products profit: $9.1B vs $4.1B QoQ
๐ฐ 2027 buybacks: $20B
Chevron, $CVX, Q3-26.
Higher oil prices lifted profits, but refining stole the show.
๐ข Revenue: $65.24B | vs. $61.11B est.
๐ข Adj. EPS: $5.28 | vs. $4.88 est.
๐ญ Downstream earnings: $4.93B | 4.3x YoY
๐ต Free cash flow: $12.0B | +143% YoY
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BP, $BP, Q3-26.
Refining profits surged, and BP hit its debt target a year early.
๐ข Revenue: $68.40B | +41.3% YoY
๐ข Adj. EPS: $3.26 | vs. $2.62 est.
๐ฐ Underlying profit: $8.46B | vs. $7.33B est.
๐ Net debt: $13.87B | down $8.4B QoQ
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AstraZeneca, $AZN, Q3-26.
Cancer drugs drive a double beat as a $2B restructuring begins.
๐ข Revenue: $16.21B vs $15.99B est.
๐ข Adj. EPS: $2.79 vs $2.59 est.
๐งฌ Oncology: +16% CER (9M)
๐๏ธ Restructuring: Up to $2B in costs, targeting $1.5B annual savings.
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